About the Company
Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.
Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs.
In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market.
Enzumo is a subsidiary of Centrepoint Alliance and is the largest and most experienced independent Xplan consulting group in Australia, providing Xplan customisation and support to advisers for over 15 years.
About the Role
As an Enzumo Coding and Development Consultant, you will be a part of our highly skilled team responsible for supporting our best of breed financial planning solutions built upon Xplan. With a proactive approach, you'll support a range of clients which includes some of the largest and most high-profile financial institutions in the country.
To be successful in this role you will use your Xplan coding and development experience and solid communication skills to create a first-class advice technology experience.
You will collaborate with internal and external stakeholders to investigate, analyse, and solve a variety of financial planning software and business challenges, and help to build enhancements to the Enzumo Advice Builder solution.
Responsibilities & Duties
* Deliver customised Enzumo XPLAN Advice Builder suite solutions, associated templates, and other client projects, ensuring all work is completed within agreed timeframes and quoted hours.
* Consult and collaborate effectively with teams to meet and exceed client expectations.
* Continuously develop coding skills to drive productivity and maintain high-quality outputs.
* Proactively learn, evaluate, and develop artificial intelligence (AI) tools and solutions that enhance productivity and efficiency for the Enzumo team, with a focus on identifying opportunities to commercialise these innovations for delivery to Enzumo clients.
* Stay up to date with the latest developments in XPLAN software, proactively applying new knowledge to enhance Enzumo's offerings and delivering greater value to Enzumo clients.
* Ensure the timely and accurate delivery of client solutions, consistently seeking opportunities to add value.
* Generate and manage templates and wizards in line with Enzumo Standards, ensuring consistency and quality across all client deliverables.
Responsible for design, development and implementation of high quality XPLAN solutions to agreed business requirements across the following areas:
* Coded document templates
* Xmerge and field definitions
* Xplan Wizards to facilitate client data capture, document preparation, and efficient workflow process
* Xplan site configuration and customisation using System Settings, Users, Groups, Capabilities, and Interface design
Work with all Enzumo team members to ensure knowledge is shared. This is likely to involve assistance in building training materials and training.
Skills & Experience
* Business, Finance, or Technology degree preferred
* Highly experienced in the Xplan software from both a development and a user experience
* Experience working on competing priorities and the ability to adapt to the changing needs of the organisation
* Develop productive relationships with industry providers and other users
* Extensive experience with creating custom solutions using the Xplan platform
* Proven experience in the Financial Planning Industry preferred
* Detail-oriented with strong organisational skills
* Able to plan/prioritise workload to meet deadlines
* Exceptional attention to detail
* Strong listening skills
* Be a self-starter who can work both autonomously, and in a team
What's on Offer?
* Excellent Employee Benefits Program
* A challenging and meaningful role with performance based incentives
* Supportive of flexible working arrangements
* An open, friendly and passionate environment putting our client at the centre of everything that we do
* Growth cycle of business - investing in technology, people and infrastructure
* Opportunity to join a well-known Australian ASX listed company
How to Apply?
Click on the APPLY button to submit your application or contact Linda Markwell, Head of Human Resources on for a confidential discussion.
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* No recruitment agencies please.